Posted 3d ago

Premier Acquisition Manager-RL SALES-Sales

@ Kotak Mahindra Bank
Uttar Pradesh, Uttar Pradesh, India
OnsiteFull Time
Responsibilities:Acquire HNIs, Sell TPP, Build CASA
Requirements Summary:1-2+ years in banking/financial services; strong coordination and communication; knowledge of portfolio management; existing customer base; cross-selling across MF, gold, insurance and asset products.
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Job Description

Job Name  : Premier Acquisition Manager

 

JOB ROLE :

·         Acquisition of HNI's only.

·         Selling TPP and Generating Revenue.

·         Building CASA book size.

·         Conducts regular promotional and customer events to generate leads

·         Cross selling of MF, Gold, Insurance and asset products.

JOB REQUIREMENT:

·         Good coordinator with different channels.

·         Excellent communication skills.

·         Should have some knowledge and experience in Portfolio Management.

·         Should have some existing base of customer’s

·         Having more than 1-2  year work experience